Wealth Partner (Mumbai)

Build and manage HNI/UHNI client relationships Acquire new clients and grow Assets Under Management (AUM) Provide investment advisory and wealth planning solutions Cross-sell third-party investment products including Mutual Funds, PMS, AIFs, Bonds, Insurance, and Structured Products Drive revenue growth through portfolio expansion and client engagement Preferred Experience: 310+ years in Wealth Management / Private Banking / Investment Advisory Strong HNI/UHNI client acquisition and relationship management experience Proven AUM growth and revenue generation track record Experience in selling Mutual Funds, PMS, AIFs, Bonds, Insurance, and other investment products NISM/IRDA certifications will be an added advantage Interested candidates can share their updated resume or reach out directly: Disha Gandhi +91 77108 44668 d If you know someone who would be a outstanding fit for this opportunity, tag them in the comments or share this post with your network! #Hiring #WealthManagement #WealthPartner #WealthManager #PrivateBanking #InvestmentAdvisor #RelationshipManager #HNI #UHNI #MutualFunds #PMS #AIF #FinancialServices #MumbaiJobs #HiringNow #HRPC .